SG Americas Securities’s WisdomTree U.S. ESG Fund RESP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-4,398
| Closed | -$137K | – | 3020 |
|
|
2018
Q1 | $137K | Buy |
+4,398
| New | +$137K | ﹤0.01% | 2303 |
|
|
2017
Q4 | – | Sell |
-52,152
| Closed | -$1.56M | – | 3065 |
|
|
2017
Q3 | $1.56M | Sell |
52,152
-2,838
| -5% | -$84.6K | 0.01% | 833 |
|
|
2017
Q2 | $1.57M | Hold |
54,990
| – | – | 0.01% | 964 |
|
|
2017
Q1 | $1.53M | Hold |
54,990
| – | – | 0.01% | 989 |
|
|
2016
Q4 | $1.46M | Buy |
54,990
+18,300
| +50% | +$487K | 0.01% | 1009 |
|
|
2016
Q3 | $917K | Buy |
36,690
+31,020
| +547% | +$775K | 0.01% | 1093 |
|
|
2016
Q2 | $134K | Buy |
+5,670
| New | +$134K | ﹤0.01% | 1940 |
|